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Local Investment Advisor Earns Accredited Investment Fiduciary Designation
Date:2/20/2013

to disclose them completely in readily accessible, easily understandable terms when we cannot. While the AIF® Training program is primarily designed to train firms and individuals that will be working with ERISA-based employer-sponsored plans, I believe that CedarPoint’s clients will see the greatest benefit of the training in the continuing improvements that the firm will implement in the areas of systematic investment oversight and evaluation.” For more information on CedarPoint Investment Advisors, Inc. please visit http://www.CedarPointInvestments.com.

Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) Designation. AIFA Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.

About fi360
1Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more informa
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